Stock Taper

PLANTE MORAN FINANCIAL ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Exelon CorporationEXC3.84K$179.09K
AT&T Inc.T3.87K$80.15K
Netflix, Inc.NFLX3.95K$282.09K
Kimbell Royalty Partners, LPKRP4K$58.12K
DT Midstream, Inc.DTM4.26K$625.08K
Oracle CorporationORCL4.32K$632.8K
NextEra Energy, Inc.NEE4.89K$429.6K
Arrow Financial CorporationAROW4.91K$201.06K
TMC the metals company inc.TMC5.2K$23.04K
NVIDIA CorporationNVDA5.38K$1.08M
The Walt Disney CompanyDIS6.19K$595.99K
Manulife Financial CorporationMFC6.66K$269.84K
Cisco Systems, Inc.CSCO6.7K$786.53K
The Procter & Gamble CompanyPG7.09K$1.04M
CMS Energy CorporationCMS7.16K$547.43K
Alphabet Inc.GOOG7.2K$2.54M
Berkshire Hathaway Inc.BRK-B7.26K$3.63M
Sony Group CorporationSONY7.27K$145.76K
JPMorgan Chase & Co.JPM7.28K$2.38M
Energy Transfer LPET7.83K$149.69K